Montana Education
Events are listed chronologically, please scroll down to see all available Montana Chapter events.
Navigating Montana's Estate and Trust Tax (Webinar)
Starting Tax Year 2024, estates and trusts must file a Montana Income Tax Return for Estates and Trusts (Form FID-3) if they have a federal filing requirement, incorporating Montana additions to federal taxable income.
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Our experts will guide you through completing Form FID-3, highlight important considerations and cover some special filing requirements. Gain essential insights to effectively manage estate and trust taxes in Montana. Join the Montana Department of Revenue for an insightful webinar tailored for Montana tax preparers. Register now for invaluable guidance!
Register Now!
Date & Time:
October 22, 2024
10:00 a.m. - 11:00 a.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard |
|---|
| Member | FREE |
| Non-Member | $25 | |
Cancellation Policy:
Cancellations must be submitted to NATP by October 21, 2024.
No CPE will be provided. All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
| State Hours | Field of Study | |
|---|
| 1 | State Tax Topic/Update | |
Tax Season Prep: Insights from a Panel (Webinar)
Join us for a professional, complimentary 45-minute virtual webinar featuring a panel of tax preparers. This session will explore vital steps in preparation for the new tax season, covering a range of topics such as updating office processes, preparing your staff, and communicating to your customers.
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Designed to be both informative and interactive, attendees are encouraged to participate and pose questions to our experienced panelists. Don't miss this opportunity to gain valuable insights from industry leaders.
Panelists: Lin Leclair, EA with 1st Choice Tax Services / Mark Bliss, EA with Liberty Tax / Tracy Danzer, EA with Ramsay & Associates
Date & Time:
Register Now!November 5, 2024 9:00 a.m. - 9:45 a.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard |
|---|
| Member | FREE |
| Non-Member | FREE | |
Cancellation Policy:
Cancellations must be submitted to NATP by November 4, 2024.
No CPE will be provided. All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
Preparing Your Office for Upcoming Tax Season (Webinar)
Join us for an insightful webinar where we delve into essential strategies for gearing up your office, employees, and clients for the impending tax season.
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Gain invaluable insights on re-organizing your workspace, preparing your staff, and communicating effectively with your clientele. From timelines to indispensable tips and tricks, discover the key elements that ensure a seamless transition into the tax season. Whether you're a seasoned tax professional or new to the game, this webinar promises to equip you with the knowledge and tools needed to navigate the complexities of tax preparation with confidence and efficiency. Presented by Pamela Condra, Vice President of NATP Texas Chapter. Register now and get ready for the upcoming tax season!
Date & Time:
Register Now!November 14, 2024 9:00 a.m. - 10:00 a.m. MTRegister Now!December 3, 2024 1:00 p.m. - 2:00 p.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard |
|---|
| Member | FREE |
| Non-Member | $25 | |
Cancellation Policy:
Cancellations must be submitted to NATP by November 13, 2024 and December 2, 2024, respectively.
No CPE will be provided. All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
| State Hours | Field of Study | |
|---|
| 1 | State Tax Topic/Update | |
Montana Tax Updates (Webinar)
Get ready for the approaching tax season with valuable guidance from experts at the Montana Department of Revenue.
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Join us for a webinar focused on recent tax law adjustments, procedural enhancements, and form modifications pertinent to the state of Montana. Our presenters from the Montana Department of Revenue will offer crucial insights to help you navigate the intricacies of Montana tax preparation, ensuring a seamless transition into the upcoming tax year. Reserve your spot now to benefit from this informative session!
Register Now!
Date & Time:
November 6, 2024
10:00 a.m. - 11:00 a.m. MT
Location:
Online -
A link to the webinar will be sent to each registrant via email the morning of the webinar. After clicking the Launch Webinar button, you will be asked to identify yourself with your name, email and location.
Fees:
| Standard |
|---|
| Member | FREE |
| Non-Member | $25 | |
Cancellation Policy:
Cancellations must be submitted to NATP by December 9, 2024.
No CPE will be provided. All tax preparers are responsible to verify the number of credits they receive each year and the related state or federal reporting requirements to maintain their credentials.
| State Hours | Field of Study | |
|---|
| 1 | State Tax Topic/Update | |
Previous Events
| Tax Forum - Las Vegas Social Hour | Sept. 2024 | Las Vegas, NV |
| Growing Your Business: Perspectives from a Panel | July 2024 | Webinar |
| Deterring Audits by Using IRS Guides | Jan. 2024 | Webinar |
| Montana Pass-Through Entity Tax | Sept. 2023
| Webinar |
